United States securities and exchange commission logo
March 22, 2024
Patrick Gadson
Partner, Vinson & Elkins LLP
Walt Disney Co
The Grace Building
1114 Avenue of the Americas
32nd Floor
New York, New York 10036
Re: Walt Disney Co
Definitive
Additional Soliciting Materials filed by Blackwells Capital LLC et al.
Filed March 21,
2024
File No. 001-38842
Dear Patrick Gadson:
We have reviewed your filing and have the following comments. In
some of our
comments, we may ask you to provide us with information so we may better
understand your
disclosure.
Please respond to these comments by providing the requested
information or advise us as
soon as possible when you will respond. If you do not believe our
comments apply to your facts
and circumstances, please tell us why in your response.
After reviewing your
response to these comments, we may have additional comments.
Definitive Additional Soliciting Materials filed by Blackwells et al.
Exhibit 1
1. We note that footnote 2
to the graphic included in this exhibit states that Blackwells
selected the peers upon
which your assertions about Disney's R&D spending are based.
Please confirm that in
future solicitations you will make this clarification also in the text
following the graphic
where you refer to the companies in the graphic as Disney's "main
competitors."
Exhibit 2
2. Each statement or
assertion of opinion or belief must be clearly characterized as such, and
a reasonable factual
basis must exist for each such opinion or belief. Support for opinions
or beliefs should be
self-evident, disclosed in the proxy statement or provided to the staff
Patrick Gadson
Walt Disney Co
March 22, 2024
Page 2
on a supplemental basis. Please provide the support described for each
of the assertions
regarding Mr. Peltz in exhibits 2 and 3.
We remind you that the filing persons are responsible for the accuracy
and adequacy of
their disclosures, notwithstanding any review, comments, action or absence of
action by the staff.
Please direct any questions to Daniel Duchovny at 202-551-3619.
FirstName LastNamePatrick Gadson Sincerely,
Comapany NameWalt Disney Co
Division of
Corporation Finance
March 22, 2024 Page 2 Office of Mergers
& Acquisitions
FirstName LastName